Clover Insight

Free Script · 3 pages

Appointment Setter Script and Checklist

A friendly, honest call flow for scheduling teams.

Cover of the Appointment Setter Script and Checklist

A call flow and checklist for setting appointments that show up, in plain, pressure-free language.

What's inside

  • Pre-call checklist
  • Opening
  • Questions to ask
  • Setting and confirming the appointment
  • Handling common situations
  • Voicemail and confirmation text, plus an after-call self-check

Who it's for

  • Call center
  • Scheduling

Made by Clover Insight

RealVisit, powered by Clover Insight, shows home service companies the in-home sales visit through their customers' eyes. It's in private pilot with a small number of companies. Apply for the 60-Day Clover Challenge